See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,619 | $148,534-49.8% | $135,903-45.1% | $139,434-46.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.57% | 79.19%-61.6pp | 68.23%-50.7pp | 372.94%-355.4pp |
| Employer contribution / active EE | $2,509 | $5,243-52.1% | $4,856-48.3% | $4,751-47.2% |
| Participant deferral / active EE | $8,160 | $8,100+0.7% | $7,758+5.2% | $6,710+21.6% |
| Admin fee / account holder | $13,953 | $12,400+12.5% | $10,762+29.7% | $11,403+22.4% |